Robert E. Scalzetti
Professional summary
Robert Eugene Scalzetti, who also goes by Robert Eugene Scalzetti, Robert E Scalzetti, Robert Scalzetti, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Morrisville, Pennsylvania and STATE FARM VP MANAGEMENT CORP. located in Bloomington, Illinois.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Robert has worked at 15 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Eugene Scalzetti's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 21, 2025 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 803 W Trenton Ave, Morrisville, PA 19067Office #2: 4030 Hulmeville Rd, Bensalem, PA 19020July 23, 2025 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: One State Farm Plaza, Bloomington, IL 61710-0001January 18, 2019 - September 7, 2023
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
January 18, 2019 - September 7, 2023
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
January 2, 2018 - December 22, 2018
W&S BROKERAGE SERVICES, INC.
August 1, 2016 - September 26, 2017
INVEST FINANCIAL CORPORATION
August 1, 2016 - September 26, 2017
INVEST FINANCIAL CORPORATION
June 13, 2016 - July 26, 2016
M&T SECURITIES, INC.
March 15, 2016 - July 26, 2016
M&T SECURITIES, INC.
February 11, 2016 - March 9, 2016
SANTANDER SECURITIES LLC
October 13, 2015 - February 11, 2016
INVEST FINANCIAL CORPORATION
August 1, 2014 - October 15, 2015
ESSEX NATIONAL SECURITIES, LLC
January 10, 2014 - August 5, 2014
THE LEADERS GROUP, INC.
November 2, 2012 - December 31, 2013
VOYA FINANCIAL ADVISORS, INC.
March 29, 2007 - April 4, 2007
WALL AND COMPANY SECURITIES, INC.
March 29, 2005 - September 11, 2006
USALLIANZ SECURITIES, INC.
August 20, 2003 - November 16, 2004
THE LEADERS GROUP, INC.
October 1, 2000 - August 6, 2003
WELLS FARGO CLEARING SERVICES, LLC
October 29, 1999 - October 1, 2000
FIRST UNION BROKERAGE SERVICES, INC.
June 12, 1998 - August 30, 1999
PRUCO SECURITIES, LLC.
Primary Firm SEC Registration
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/21/2025)
(7/23/2025)
Exams
FINRA
Current Firm
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
Contact information
SEC notice filing (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY | OWNER | |
| CHEVALIER, JEREL SAM | ASSISTANT SECRETARY-TREASURER | 2209892 |
| GRIMES, DAVID ROY | VICE PRESIDENT & SECRETARY | 1432710 |
| GRIZZLE, DAVID RAY | ASSISTANT SECRETARY/TREASURER | 4084087 |
| HORTON, STEPHEN LOWELL | ASSISTANT SECRETARY | 3124493 |
| JAYNES, DONALD ONEIL | ASSISTANT SECRETARY | 3124497 |
| JOSLIN, ROGER SCOTT | DIRECTOR, VICE PRESIDENT & TREASURER | 262350 |
| KILLIAN, JOHN JOSEPH | DIRECTOR | 2614915 |
| MOORE, DAVID MICHAEL | ASSISTANT SECRETARY | 2876793 |
| MOSER, KURT GEORGE | DIRECTOR & SENIOR VICE PRESIDENT | 2065254 |
| RUST, EDWARD BARRY JR | DIRECTOR AND PRESIDENT | 1450795 |
| THOMAS, HOWARD ANDREW | ASSISTANT SECRETARY-TREASURER | 3150520 |
| TIPSORD, MICHAEL LEON | ASSISTANT SECRETARY | 1943922 |
| TROSINO, VINCENT JOSEPH | DIRECTOR | 1780681 |
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 11,294,815,444 |
Red Flags
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